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Yeznik Kazanjian

21 Years of Experience
Henderson, NV
Broker

Yeznik Kazanjian is a registered investment advisor at Citigroup Global Markets INC., based in Henderson, NV, with 21 years of industry experience. Yeznik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Wealth Management, Sales, 10211 South Eastern Avenue, Henderson, NV, 89052

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Yeznik owns two rental properties in Las Vegas, Nevada. He spends no time managing the properties, as a property manager handles the duties and he only collects rent.

Employment History
Current Registrations
Citigroup Global Markets INC.
June 2020 - Present · 5 yrs 11 mos
Citigroup Global Markets INC.Broker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
April 2010 - June 2013 · 3 yrs 2 mos
Banc of America Investment Services, INC.Broker
April 2004 - August 2009 · 5 yrs 4 mos
State Registrations8 states
AZCAFLGANVTNTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.